Morningstar’s full report on asset class returns for all terms out to 10 years updated to 31 December 2017, plus standard deviations (volatility) of returns in each asset class, a ‘risk’ measure often overlooked by investors.
Author Archive | Morningstar
Morningstar’s asset class gameboard for 2015 updates how each asset class has performed over the last 20 years, and shows that no single asset class consistently outperforms the others.
At the Morningstar Investment Conference 2015, delegates were polled prior to each session. The results provide a valuable insight into how financial advisers and professionals currently view opportunities in the market.